Marwyn Value Investors Share Discussion Threads

[gleach23] 24/7/2024 11:41

Yes, currently up 12.5% and over £3. The ZEG holding recently represented 12% of NAV IIRC so it should act as a hefty nudge to the share price here at some point.

[cwa1] 24/7/2024 09:40

Another good day for ZEG :-)

[cwa1] 23/7/2024 11:45

ZEG seem to be on the move today

[cwa1] 22/7/2024 08:02

ADVT 8 month results...

[holts] 01/7/2024 08:37

I think I would have waited to see what interference Labour are going create in the pensions market .

[tiltonboy] 29/6/2024 22:28

My view remains unaltered, and the incompetents, sorry I'm meant incumbents, should wind it up. Roll-on the next continuation vote....I know which way I will be voting if I'm still holding by then

[skyship] 29/6/2024 13:33

An intriguing late Friday afternoon RNS. MAC2 buys InvestAcc. Don't know what to make of it; though sounds positive. We may be hearing on the subject from Tiltonboy - hopefully in positive tones!

[cwa1] 04/6/2024 10:30

4 June 2024



Marwyn Value Investors Limited

Net Asset Value per Ordinary Share



The board of directors of Marwyn Value Investors Limited (the "Company") today announces that the estimated net asset value ("NAV") per ordinary share of the Company based on the estimated value of its interests in Marwyn Value Investors L.P. is £1.88731 as at 31 May 2024. As at 31 May 2024, there were 55,490,360 ordinary shares and 30,970,984 exchange shares in issue.



As at 31 May 2024 the closing mid share price of an ordinary share in the Company was £1.01000 and represented a discount of 46.48% to the NAV per ordinary share.

[tiltonboy] 03/6/2024 11:58

I wonder what level they will look to exit

[cwa1] 03/6/2024 09:10

ZEG up another 8% today at the moment. Every little helps ;-)

[tiltonboy] 31/5/2024 16:00

Le Chameau is the largest holding, with ADVT and ZEG only accounting for a third of the NAV. Further strength in ADVT and ZEG will indeed help NAV, but MVI is not a cheap way into them.

As for the generosity in giving shareholders their own funds back then I'm all for it!

[cwa1] 31/5/2024 16:00

ADVT frothy again

[riskvsreward] 31/5/2024 15:28

This is a cheap way into benefiting from growth in its two main holdings advt and zeg, and being handsomely paid on the process with a generous dividend.

[tiltonboy] 31/5/2024 15:07

Decent offer taken out in the 2pm auction, and over a quid for the first time in a long time. Perhaps miracles do happen!

[cwa1] 28/5/2024 08:47

ZEG on the move this morning

[cf456] 24/5/2024 17:04

Director buying at ADVT today and a breakout to new highs on strong volume.

Further momentum in coming sessions there should help the NAV here nicely.

[gleach23] 23/5/2024 17:55

ADVT, SAA and ZEG all going well today

ADVT looking poised to break higher above 140p
SAA consolidating over 200p
ZEG up 6% today and closed at 260p

No wonder MVI stirred a little and edged higher.

[cwa1] 14/5/2024 16:06

Acquisition conditions for ZEG satisfied...



SP at ZEG happy with that news

[toffeeman] 08/5/2024 14:38

Neither am I (a member of either's target market) I do think Le Chameau has legs(sic) it's just that the marketing is clueless.

[skyship] 08/5/2024 13:34

Indeed, you may have that right - I'm not their target market so a bit beyond my grasp!

[toffeeman] 08/5/2024 12:43

Don't ususally disagree Sky but comparing Wellies for middle-class horsies to fashion statements for GenZ is wide of the mark.

[skyship] 07/5/2024 21:08

Indeed. Doc Martens, UK equivalent, not doing at all well...

[tiltonboy] 07/5/2024 18:43

I'm told Le Chameau is trading well and it's always possible it could be acquired by an up-market brand...but its also one of my fears on "true" NAV

[arthur_lame_stocks] 07/5/2024 17:43

I was taking a look at the accounts of Le Chameau, their largest single investment and from what I can see I reckon if they tried to punt it on now they might get £20m less than book value. It doesn't destroy the value argument nor mean the divi shouldn't be safe for a while but it's worth bearing in mind.

[bdbd11] 01/5/2024 13:07

It's all looking very good indeed here. Just added to my original investment made in Feb this year. I can see this slowly trundling forward, aside from the natural drop on the ex dividend dates. 15 to 20% a year seems quite achievable, income and capital combined.